+72.2%
V vs LDOS
+43.9%
+28.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -1.7% | -5.4% | +3.7% | -0.7% |
| 30D | +2.0% | +4.9% | -2.9% | +0.9% |
| 3M | +17.4% | +7.2% | +10.2% | +15.3% |
| 6M | +17.5% | -24.2% | +41.7% | +23.5% |
| YTD | +7.6% | -25.8% | +33.4% | +12.9% |
| 1Y | +7.7% | -24.7% | +32.4% | +12.6% |
| 3Y | +54.7% | +39.3% | +15.4% | +33.5% |
| All | +72.2% | +43.9% | +28.3% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LDOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling